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Supercharge Task Management in Salesforce

Your time is valuable. Our aim is to quickly uncover if TaskRay aligns to your business needs. 

WHAT WE WILL DISCUSS 
  • Your current process for managing projects, tasks  and onboarding
  • Your preferred task management process; Spreadsheets, Kanban, project boards, gantt charts, calendars, etc.
  • Confirm the features and functionality you want to see in TaskRay
  • Coordinate time to see your personalized demo of TaskRay with our Account and Solutions team

Schedule A Demo!

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Successful Outcomes

Turn Task Chaos Into Clear Next Steps

Give every team a simple, reliable way to manage work so projects stay on track, priorities are obvious, and updates take minutes instead of hours.

Time Tracking

Compare estimated and actual hours so you understand effort and utilization clearly.

Task Weighting

Weight tasks by impact so progress reflects real work completed.

Checklists

Break tasks into simple steps so details are captured and never forgotten.

AI-Powered Task Prioritization

Highlight urgent or high-impact tasks so teams always know what comes first.

AI-Powered Time Tracking

Step-by-step prompts help people log time accurately without extra friction. Coming soon!

AI-Powered Flexible Scheduling

Shift dates or milestones and let the system adjust linked work automatically. Coming soon!

TaskRay is the leading Customer Onboarding App for Salesforce

Plan projects with pre-built templates, easily assign tasks to teams, and collaborate
with customers — all natively in Salesforce. Watch the demo video to learn more.

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Schedule a call to see how TaskRay can help you manage projects better.